Review Clients' Tax Returns for Additional Business, Added Loyalty
Apr 18, 2006
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Use clients' tax returns to schedule financial and portfolio reviews. Their latest returns give you a tremendous opportunity to dig into their financial situation, identify potential problems, and maybe add assets as well. Best of all, your clients will feel that you are the only advisor who takes the time to really get to know them and the big picture.